The Expy Awards

Each year, we recognize the organization and individuals leveraging Total Expert in the most innovative and effective ways. They’re pushing the limits of what’s possible to create unparalleled customer experiences and drive the financial services industry forward. The Expys were created to celebrate their hard work, ingenuity, and dedication to developing customer-centric strategies that support their business goals.

We are no longer accepting nominations. Stay tuned for our winners to be announced at Accelerate in Minneapolis.

Why nominate your organization for an Expy?

  • Showcase your organization’s performance and success with the Total Expert platform

  • Position your organization as a standard-bearer for innovation and excellence among other modern financial institutions

  • Receive recognition through Total Expert’s post-Accelerate press release and ongoing customer spotlight activities


*The Expy winners will be announced at Accelerate and someone from your organization must be in attendance to win! 

Expy categories

The Conductor

Your organization is surfacing borrower intent using consumer insights and alerts. No waiting around at this organization – you know when consumers act and are instantly sending the right message at the right time, driving improved customer retention and a better experience.

The Game Changer

Your organization is driving customer experience to greater heights by harnessing the power of data and putting it into action. The insights you’ve gained are driving meaningful organizational change—all while raising your profile as a strategic leader.

The Technology Trailblazer

Leverage smart technology to forge new paths and drive the industry forward is built into the DNA of your organization. You’re a team of early adopters who know the power to transform your business lies with a strategic, modern technology stack and a willingness to drive meaningful change.

The Modernizer

You’re blowing the doors off dusty pre-conceptions of a financial institution. Your organization is modernizing customer experiences through an innovative sales and marketing approach—in turn, giving your top talent the tools they can’t live without.

The Adopter

Without universal adoption, even the most innovative technology becomes shelfware. Your organization has demonstrated the value of Total Expert and created fervent demand among users, driving significant ROI and sending conversion rates through the roof.

The Expander

Your organization looks across the business to connect customers with the right products and services at the right time. You’re breaking through data silos to maximize ROI and improve the customer experience in all areas of your organization to drive new revenue streams.

The Journey Wiz

While Total Expert makes it easy to create a customized Journey, it takes a dedicated professional to cast the magic spell that drives retention and creates lifelong customers. This individual is a wizard when it comes to building Journeys that engage prospects and customers at the moments that matter and deliver impact with every interaction.

Wistia video thumbnail

Nurturing Agent Relationships with Purpose-Built Automation

Jelaire Grillo, one of our 2021 Journey Wiz winners from Prosperity Home Mortgage, LLC., collaborated with Total Expert stakeholders to create innovative, complex journeys that connect with customers and prospects.

Award-winning problem solving

Want to learn how Total Expert customers are achieving these award-winning results? Dive into our customer case studies to hear directly from them!